Make Dynamics 365 adoption happen, without the training cost.

Lemon Learning boosts adoption of the entire Dynamics 365 suite, Finance & Operations, Sales, Customer Service, Talent, with interactive content directly integrated into the tool. Your teams quickly become self-sufficient, reducing training needs and support requests.

✓Works across the entire D365 suite ✓No Dynamics admin needed ✓Live in 5 days
STEP 1 OF 3 Move the deal forward Click the next stage in the process bar. STEP 2 OF 3 Update the revenue Enter the value agreed with the client. STEP 3 OF 3 Confirm the stage Save to update the opportunity.

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The context

Why Dynamics 365 adoption fails, and what to do about it.

Dynamics 365 covers Finance, Sales, Customer Service and Talent in one suite, but each module has its own logic, forms and process. Teams stall between modules, your data degrades, and your licence investment goes underused.

 
One suite, four different logics
Finance & Operations, Sales, Customer Service and Talent don't behave the same way. A rep fluent in Sales still freezes the first time they open a Finance form.
 
IT & support drowning in tickets
The same questions every week. Which field do I fill in first? Why won't this record save? Your team re-explains the same process across every module.
 
Frequent releases reset the learning curve
Microsoft ships regular Dynamics updates. Ribbons move, forms change, and most adoption tools can't keep pace, leaving your teams relearning the tool release after release.
 
Data errors that ripple downstream
A wrong account, a skipped mandatory field, a misclassified opportunity. In Dynamics a single mistake propagates through finance, sales forecasts and reporting before anyone notices.
Use cases

Three Dynamics 365 adoption problems Lemon solves today.

Whether you're onboarding new users, rolling out a new module, or trying to cut your support queue, Lemon puts the answer inside Dynamics 365.

Also see: CRM adoption · all use cases

STEP 2 OF 4 Set the sales stage Most new deals start at Qualify. Skip Next
Sales & Customer Service teams

Get reps productive across the D365 suite from day one.

New users bounce between Sales, Customer Service and Finance & Operations, each with its own forms and logic. Classroom training covers everything once, they retain a fraction of it.

Lemon walks them through creating an opportunity, logging a case or posting an entry, right inside Dynamics 365, at the exact step where they hesitate.

First task done right on day 1. Not week 4.

IT & Support teams

Cut Dynamics support tickets and improve data quality at the same time.

Your helpdesk gets the same Dynamics questions every week. Which field is mandatory here? Why won't this record save? Where do I find this report?

Lemon adds context-sensitive tooltips on the exact fields users get wrong, reducing input errors at the source. They self-serve. Your team stops explaining the same things over and over.

Fewer tickets. Cleaner data. IT reclaims its time.

Also see: CRM change management

? Est. close date Required to save. Use the month the client expects to sign.
🎉 A new step in your sales process From today, every opportunity follows the updated process. What changes: 👉 Quote approval is now a stage Deals above $50k need a manager OK. 👉 New field: decision maker Fill it in before you send a proposal. 👉 Same screen, same steps Everything else stays where it was. A guide opens the first time you edit a deal.
Digital transformation

Roll out new modules and releases without re-training your entire organization.

A new module going live. A Microsoft release changing a form. Each change means another round of training sessions that interrupt work and don't stick two weeks later.

Lemon lets your team push new guides the day a change goes live, contextual, in Dynamics 365, for the users who need them. No room booking. No slide deck.

Changes adopted in days. Zero training sessions scheduled.

Watch it live

See how Lemon simplifies Dynamics 365 training.

A 3 minute overview of Lemon inside Dynamics 365 from the user experience.

Book a demo
Customer stories

They made Dynamics 365 adoption happen.

See all customer stories
OPPBTP · Dynamics CRM

"We went from 54 clicks per quarter to 530 clicks per month. Tooltips got us even closer to our users, supporting not just tool usage but the quality of their data entry."

Yannick Gervais
In charge of digital support for internal users, OPPBTP
OPPBTP x Lemon Learning ► Interview
 
OPPBTP · CRM adoption testimonial
324
CRM users equipped
530
guide clicks per month
7
applications supported
2
phase rollout, before & after migration
Compatible with

Dynamics 365 is just the beginning.

Lemon works on your entire software stack: web, SaaS, in-house tools, and even desktop applications.

See all 300+ compatible applications →
FAQ

Common questions about Dynamics 365.

Does Lemon cover the full Dynamics 365 suite? +

Yes. Lemon guides users across Finance & Operations, Sales, Customer Service, Talent and the other Dynamics 365 apps. If your users see it, Lemon can guide it, module by module.

Do we need a Dynamics admin or IT to deploy? +

No. Lemon sits on top of Dynamics 365 as a layer, with no change to your instance or customizations. Your L&D team builds and publishes guides autonomously, without an admin or IT ticket in the loop.

Will a Microsoft release break our guides? +

Our element-anchoring engine tolerates most UI changes automatically. When a release shifts something meaningful, content owners get notified and can fix the affected step in a few clicks, no IT ticket required.

How long until our users see Lemon in Dynamics 365? +

Average 5 days from kick-off to first guide live. Technical integration is quick. The rest is your team scripting the processes that matter most, with our content team supporting on day one if needed.

Can Lemon target guides by role or business unit? +

Yes. Guides, tooltips and announcements can be targeted by role, business unit, module, location or language, so each user only sees what's relevant to their part of Dynamics 365.

SSO, GDPR: are we covered? +

SSO (SAML 2.0, OIDC) supported. Data is encrypted in transit (TLS 1.3) and at rest. 100% European hosting, native GDPR compliance. Full security documentation available on request.

See it on your Dynamics 365

Show us your Dynamics 365. We'll show you Lemon on it.

30-minute demo on your actual Dynamics 365 screens. Real overlays, real guides, real workflows. No generic slides.

Book a demo